Advisor Change Request

This form is used to request for, or designate a new servicing advisor.

A

Absolute Assignment for Value; and Consolidated Applicant's Declaration

Complete these two forms to transfer ownership of a policy.

Address and Contact Information Change Request

Use this form to request for change in address and contact information.

The form may also be used to enroll to E-Notice and E-OR facilities for timely receipt of billing notices and official receipts.

Application for an Advance (Loan)

Use this to avail of a loan from your policy.

Appointment/Change of Endowment Beneficiary

Use this form to designate or change your endowment beneficiary if your life insurance policy is an endowment plan with regular anticipated endowment (“AE”) payouts and a full maturity benefit.

Assignment as Collateral Security

Use this form if you are assigning the policy as a collateral for a loan from a lending institution or individual creditor.

Auto Charging Arrangement Enrollment Form

Use this to enroll your policy for Auto Charging Arrangement facility. This is available for renewal premiums of peso-denominated life policies.

Authorization Form for Dividend/Endowment Benefit/Special Paid-Up Bonus

Use this to authorize Sun Life to withdraw your dividends/endowment benefit/special paid-up bonus or apply them to pay your loan or premium due. This is also used to request for change of your dividend option, endowment benefit pay-out option and/or special paid-up bonus option.

B

BDO Auto-Debit Arrangement Enrollment Form

Use this to enroll your policy for Automatic Debit Arrangement (ADA) to your BDO Checking or Savings account. This is available for renewal premiums of peso-denominated traditional and VUL policies.

Beneficiary Change Request Form (Previously Non-Financial Amendment Form)

Use this form if you are adding, deleting, or changing the death beneficiaries of your policy.

BPI Auto-Debit Arrangement Enrollment Form

Use this to enroll your policy for Automatic Debit Arrangement (ADA) to your BPI Checking or Savings account. This is available for renewal premiums of peso-denominated traditional and VUL policies.

C

Certification Re New Signature

Use this to notify us of changes to your signature as it appears on the original application form submitted to us.

Credit to Account and/or Currency Conversion Request

Use this form to credit funds for depositing into a local or overseas bank after a currency conversion.

D

Death Benefit Settlement Option

Use this form to nominate the death benefit settlement option during insurance application.

Declaration of Loss (Policy Contract/Plan Agreement) - with previous form title of  'Lost Policy/Plan Declaration'

This form is used to request for a Loss of Policy Memorandum (LPM) or to reprint a lost policy contract/plan agreement.  

Note:  Please use US Legal paper (8.5” x 14”) when printing this form.

Designated Contingent Owner

This form is used to appoint or update the information of a designated contingent owner of your policy.

M

Mental Incapacity Benefit

Use this form to appoint the mental incapacity benefit recipient and elect the mental incapacity benefit option.

N

Name Change Request Form (Previously Non-Financial Amendment Form)

Use this form if you are correcting or updating the names of the life insured or policy owner.

Notice of Conversion

Use this form for Group Life conversion. To be accomplished by an authorized HR representative.

R

Release of Assignment as Collateral Security

Use this form upon full settlement of a loan, to release assignment of the policy as a collateral security to a lending institution or individual creditor

Remittance Instruction Form

Use this to request for your disbursement to be credited to your BPI account.

Request for Premium Offset

Use this to request that your policy be put under the Premium Offset arrangement. Check the FAQs page to know more about this option.

Request for Printing of Policy Contract

This form is used to request for a printed copy of your policy contract (if you currently have only a digital copy or do not yet have a printed copy). 

Note: Please use US Legal paper (8.5" x 14") when printing this form.

Request for Change in Policy (Previously Financial Amendment Form)

Use this form for different contractual and non-contractual changes in your life insurance and/or pre-need plans (i.e. Paid-up, Change in Plan/Face Amount, Addition/Deletion of Riders, etc). Depending on the kind of policy or plan change you request, we will get in touch with you for possible additional requirements.

Request for Change in Premium Rate Basis
Use this to apply for change from Smoker to Non-smoker rate.

T

Title Change Requirements Checklist

This checklist will serve as a guide when filing title changes on individual policies/plans.

U

US Dollar Cash Payment Breakdown Form

Use this form when remitting US Dollar Cash payments.

V

Variable Life Insurance - Request For Fund Switching/Allocation and Excess Premium Form

Use this form to make changes in your variable life insurance policy such as Change Relating to Excess Premium, Fund Switching, Change of Fund Allocation Instruction for Future Deposits/Premiums and other contractual/non-contractual changes (i.e. change in birthdate, change in sex code, reduce in face amount, addition/deletion of riders, removal of extra rating, address change, modal change, etc.). Depending on the kind of policy change you will be requesting, we will get in touch with you for possible additional requirements.

VUL - Evidence of Insurability Questionnaire for Excess Premiums

Use this form if payment of excess premiums/top ups will be subject to Evidence of Insurability

VUL - Request for Fund Withdrawal

Use this form to make fund withdrawals from your variable life insurance policy. You need to specify the number of units or the amount to be withdrawn and the Investment Fund/s from which such amount or units shall be withdrawn.

Personal Declaration of Insurability (Age 16 & over)

Use this if life insured is 16 years old or above (adult) and policy has been lapsed for over than 90 days from the last premium due date.

If the policy includes a waiver of premium benefit, the policy owner should also complete a Personal Declaration of Insurability form. We will advise you for possible additional requirements.

Personal Declaration of Insurability (Child under age 16)

Use this if life insured is below 16 years old (child) and policy has been lapsed for over than 90 days from the last premium due date. We will advise you for possible additional requirements.

Simplified Reinstatement Offer Form

Use this if your policy or plan has been lapsed for not over than 90 days from your last premium due date.

Request for Auto Withdrawal

1. Account Opening Form - Individual
2. Account Opening Form - Institution
3. Request for Additional Investment Form 
4. Request for Redemption/Fund Switch Form
5. Investor Information Form
6. Investor Suitability Assessment Form - Individual
7. Investor Suitability Assessment Form - Institution

SLAMCI Welcome Kit

Confirmation of In-Trust-For (ITF) Arrangement (with previous form title of Confirmation of ITF Agreement Form)   – Use this form along with the Account Opening Form when opening an account on behalf of a minor

Sun Synergy Client Authorization Form - Submit this form if you want automatic payment of life insurance renewal premium from your Mutual Fund investment.

Sun Life Prosperity Card Purchase Form

Proxy Form – Use this form to authorize a proxy who will attend shareholder meetings during your absence.

Checklist for Account Opening (with previous form title of Initial Investment Checklist for Basic Mandatory Requirements) - This is the checklist of what needs to be submitted.

Checklist for Account Opening (Institutions) – Use this checklist to ensure the completeness of account opening requirements for institutional clients.

While the required forms for opening a Sun Life Prosperity Fund account are available, we highly encourage you to get in touch with a Sun Life Mutual Fund Advisor to thoroughly understand the benefits and risks of investing in mutual funds. SLAMCI shall only accept Account Opening Forms duly signed by a Sun Life Mutual Fund Advisor.

*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Sun Synergy Client Authorization Form and Proxy Form .

Auto-Invest Enrollment Form  (with previous title of Sun Life Prosperity Funds Auto-Invest Enrollment Form) – Use this if you want to automatically debit investments from your bank account.

SLAMCI Auto-Invest Cancellation Form

SLAMCI Auto-Invest Amendment Form

Sun Life Prosperity Card Purchase Form

BDO ADA Form

BPI ADA Form

Bills Payment with BPI Form

Security Bank ADA Form

Metrobank ADA Form

Settlement Bank Account Enrollment Form (2023-07-18) – Use this form to enroll/nominate your default Philippine Peso (PHP) and/or US Dollar (USD) settlement bank account(s). See the sample form here.

Request for Check Uncrossing Form – applicable for requests for uncrossed checks.

Client Information Update Form – Use this form to update information about your account. (i.e. Change of Name, Change of Legal Residence, Change of Citizenship, etc.).

Proxy Form – Use this form if you have not submitted the proxy form upon account opening.

Checklist for Subsequent Transactions (with previous form title of Subsequent Investment Checklist for Basic Mandatory Requirements)-This is the checklist of the necessary documents.

Advisor Change Request  (with previous form title of Service Request Form) – Use this to have your advisor changed.

Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices.

*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request .